A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 18,521 shares of SCHE stock, worth $513,587. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,521
Previous 28,176 34.27%
Holding current value
$513,587
Previous $748,000 27.81%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$25.45 - $29.53 $245,719 - $285,112
-9,655 Reduced 34.27%
18,521 $540,000
Q2 2024

Aug 09, 2024

SELL
$24.67 - $27.2 $1.22 Million - $1.35 Million
-49,594 Reduced 63.77%
28,176 $748,000
Q1 2024

May 02, 2024

BUY
$23.47 - $25.45 $1.83 Million - $1.98 Million
77,770 New
77,770 $1.96 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-1,670 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
1,670 New
1,670 $43,000
Q2 2018

Aug 13, 2018

SELL
N/A
-5,916 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
5,916 New
5,916 $170,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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